Kraft Davis & Associates’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Kraft Davis & Associates’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$208K	Sell	1,351 -175	-11%	-$26.1K	0.04%	150
2026 Q1	$229K	Hold	1,526	–	–	0.05%	137
2025 Q4	$220K	Buy	1,526 +1	+0.1%	+$139	0.05%	143
2025 Q3	$214K	Hold	1,525	–	–	0.05%	136
2025 Q2	$212K	Buy	+1,525	New	+$202K	0.06%	133
2025 Q1	–	Sell	-1,524	Closed	-$203K	–	145
2024 Q4	$203K	Buy	1,524 +1	+0.1%	+$140	0.06%	137
2024 Q3	$211K	Sell	1,523 -29	-2%	-$3.92K	0.06%	138
2024 Q2	$208K	Buy	1,552 +1	+0.1%	+$129	0.06%	134
2024 Q1	$203K	Buy	+1,551	New	+$195K	0.06%	128

Other funds holding SDY

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

RPWA

Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Kraft Davis & Associates's SDY Position: Q2 2026 in Review

Kraft Davis & Associates reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 11% in Q2 2026, selling an estimated $26.1K and leaving 1,351 shares worth $208K. The position accounts for 0.04% of the portfolio, ranked #150.

Kraft Davis & Associates first reported a position in SDY in Q1 2024 and has held it in 9 quarters since. The position peaked at $229K in Q1 2026. 222 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Kraft Davis & Associates held 1,351 shares of State Street SPDR S&P Dividend ETF worth $208K as of Q2 2026.
Kraft Davis & Associates sold 175 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $26.1K.
State Street SPDR S&P Dividend ETF made up 0.04% of Kraft Davis & Associates's portfolio in Q2 2026, its #150 holding.
Kraft Davis & Associates first reported a position in State Street SPDR S&P Dividend ETF in Q1 2024 and has held it in 9 quarters since.
Kraft Davis & Associates's State Street SPDR S&P Dividend ETF position peaked at $229K in Q1 2026.
222 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Kraft Davis & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.